REI Hub Product Support

GUIDES

1. The Net Operating Income Report

2. Getting started with REI Hub

SETUP

1. Creating a new Fixed Asset

2. Updating the Chart of Accounts

3. Adding a Manual Account

4. Adding a Linked Account

KEEPING YOUR BOOKS

1. Portfolio Level Expenses

2. Transaction Matching Rules

3. Uploading transactions from Excel

4. Booking an imported transaction

5. Booking a manual transaction

REPORTS & TAXES

1. The Schedule E Report

ORGANIZATION

1. Vendor Tracking

2. Adding Documents and Notes

MISCELLANEOUS

1. Add New Portfolios

2. Grant Portfolio Access